Close Brothers provide a public programme of face to face retirement seminars held at venues across the UK, together with bite-sized topic based webinars, helping people to improve their financial wellbeing on the go.

Close Brothers offers a comprehensive online financial education hub, empowering employees to take control of their finances through interactive and easy-to-use tools, guides, case studies and modellers.

Wellbeing at work is fundamental to unlocking employee engagement, retention, and productivity. Close Brothers has been inspiring the employees of some of the UK’s best known organisations to make a positive change to their financial wellbeing for over 45 years.

Building a case

for financial education

We recently partnered with the CIPD to produce the 2017 Employee financial wellbeing: why it’s important research, exploring how improvements to employee wellbeing can help improve productivity and retention.

Financial wellbeing research

For both individuals and employers, the costs of poor financial wellbeing are all too quantifiable. Yet for many organisations, financial security is a missing element of their wellbeing strategy.

Close Brothers are proud to partner with the CIPD, exploring financial wellbeing in the workplace from both employer and employee perspectives. The findings are clear, with 25% of employees stating that financial concerns affect the ability to do their job and 19% reporting lost sleep due to worrying about money, there is clearly need for more guidance.

Providing staff with support so they are more in control of their finances aids overall wellbeing, helping reduce stress levels and creating a happier and more productive workforce.

Video: The impact of financial wellbeing in the workplace

Jeanette Makings, Head of Financial Education at Close Brothers, and Dr Lynda Shaw, a business psychologist, explore the link between financial concerns and wellbeing in the workplace in a collection of short videos.Watch the videos

Share Radio: How money worries can affect your job

Jeanette Makings, Head of Financial Education, discusses the results of the research in more detail with Share Radio. Listen to a short recording of the interview here.

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